- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
UTI vs HSBC Business Cycles Fund compare
UTI-Transpotation and Logistics Fund-Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3968 Cr | ₹1117 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Jul 2005 | 20 Aug 2014 |
| Category | Thematic Transportation | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty Transportation & Logistics TRI | NIFTY 500 TRI |
| Turn Over | 14% | 28% |
| Expense Ratio | 1.96 | 2.28 |
| Manager | Sachin Trivedi | Venugopal Manghat |
| ISIN Code | INF789F01299 | INF917K01RF8 |
| Exits Load | UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.3% | 1.71% |
| 6 Month | 21.87% | 8.53% |
| 1 Year | 15.06% | -0.8% |
| 3 Year | 23.23% | 20.88% |
| 5 Year | 27.24% | 24.62% |
SIP Return Analysis
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 8.14% | -1.35% |
| 1 Year | 32.47% | 6.35% |
| 3 Year | 23.3% | 16.58% |
| 5 Year | 23.16% | 18.32% |
Rolling Lumpsum Returns
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.93% | 11.26% |
| 3 Year | 16.46% | 13.82% |
| 5 Year | 16.16% | 10.88% |
Risk Management
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 15.94% | 16.59% |
| Sharp | 0.99% | 0.84% |
| Beta | - | 1.11% |
| Alpha | - | 3.18% |
Fund Managers
| Scheme Name | UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Sachin Trivedi | Venugopal Manghat |
| Total AUM | ₹7301 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| UTI-Transpotation and Logistics Fund-Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.15 | 7.28 |
| Large Cap | 73.23 | 44.53 |
| Small Cap | 12.53 | 39.96 |
| Mid Cap | 8.09 | 8.23 |
Sector Allocation
| Scheme Name |
UTI-Transpotation and Logistics Fund-Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.15 | 7.28 |
| Consumer Cyclical | 79.22 | 20.6 |
| Industrials | 14.63 | 27.47 |
| Energy | - | 5.56 |
| Technology | - | 0.86 |
| Financial Services | - | 26.78 |
| Basic Materials | - | 10.32 |
| Real Estate | - | 1.13 |
Top Comparisons
DSP Quant Fund - Regular Plan - Growth
3Y Returns10.81%
UTI-Transpotation and Logistics Fund-Growth Option
3Y Returns23.23%
ITI Focused Equity Fund Regular - Growth
3Y Returns0%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns22.31%
Kotak Dynamic Bond Fund Regular Plan Growth
3Y Returns7.44%
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns7.1%
HDFC Pharma and Healthcare Fund - Regular (G)
3Y Returns0%
Mirae Asset Healthcare Fund -Regular Growth
3Y Returns20.42%
